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Your Good Life is truly priceless

Our fees, just like our advice, is always 100% transparent
– so you can create wealth and security, knowing exactly what it will cost

Before we get started...

As professionals in the personal finance industry, our reputation rests on every interaction we have with you. So we’re always committed to being clear and upfront about any costs and risks you may encounter, as well as your potential outcomes.

I have so much more confidence in my financial position since meeting with Tribeca
Emma

Find out what’s possible for your future in a Discovery Appointment

Our

Discovery Appointments

are the first step in the journey towards creating your ‘good life’.

Designed to be a deep dive into your goals, hopes and dreams, we’ll use our unique 10/3/NOW Goalsetting Process to create a financial roadmap up to 10 years into the future. We’ll focus on three key things:

  • Cashflow

     – where do your income and expenses come from right now and how can they be optimised?
  • Investment

    – what investments do you have currently and what others might you need in order to achieve your goals.
  • Contingency

    – we’ll look at your personal risk insurances and estate planning to see if any improvements can be made.
You see, Financial Wellbeing is when you have a perfect blend of

Security

and

Freedom of Choice

, as well as solid plans for both the

Present

and the

Future

. With all of this in mind, we’ll talk with you about how you’re feeling now financially so that we’ve got a

realistic

baseline to improve from.

Your Discovery Appointment has a one-off fee starting from just $330 including GST, giving you a clear picture of where you’re at financially, and the steps you need to take to achieve any of the things you’d like to do in life.

What would you like to do or achieve that you haven’t already?

Bigger home
Boats/Watercraft
Learning & Study
Marriage

Children
Holiday House
Hobbies & Interests
Extended Time Off

Travel
Golf/Skiing/Scuba
Your own business
Dreams & Goals

During your Discovery Appointment, we will provide you with a quote for ongoing advice. If you choose to continue your journey towards creating your Good Life, 50% of the (non-refundable) commitment fee is payable.

Here are the next steps in reaching your financial goals

Clients who choose to work with us ongoing enjoy personal financial advice that brings them closer to their ‘big life’ goals. But before they become clients, we have a few important steps to go through:

Strategy Appointment

Based on what we learn about you and your needs in your Discovery Appointment, we complete research and analysis, and develop and prepare our recommendations for your personal advice. 

Sometimes, we want to discuss your preferences and priorities before we before we create a Statement of Advice (SoA).

We use the Strategy Appointment is a ‘check in’ to ensure our understanding and interpretation aligns with your needs. 

Appointment

Taking our initial information gathered from your Discovery Appointment, we present extensive scenario modelling that shows how the execution of your 10/3/NOW goals may look depending on the options you choose. 

This is quite an exciting appointment for clients, as we’re showing you your potential future in a way you’ve never seen before.

We’ll present our formal advice recommendations to you and discuss how to best put this into action. Together, we’ll help you realise your financial goals. 

This session is presented with a Statement of Advice (a legal document that needs to be executed).

Fees start from $4,400 including GST.

The balance payment of the commitment fee is required at the My Good Life Appointment.

Ongoing Implementation, Coaching & Planning

By engaging Tribeca Financial as your wealth advisors, we work hard to help improve your financial knowledge through ongoing coaching, while also ensuring your portfolio is best positioned to deliver the ‘Good Life’ you dream of. 

As a client, we’ll ensure you have:

 

  • Annual Planning Appointments

– where we review what’s most important in your life and determine how we adapt your plan for your ‘Good Life’ and we revisit your 5 L’s (live, love, laugh, learn and legacy).

– (our ‘Contingency Check’) whereby we discuss your progress, your current Financial Wellbeing, 10/3/NOW and SMART Goals, investment performance, and any changes to your situation and risk profile.

  • Personal Risk Insurance analysis

– ensuring you are adequately covered for the unthinkable.

  • Estate Planning

– there’s no point building a successful wealth portfolio if it isn’t protected and shared in-line with your wishes.

  • Regular Advisor Engagement

– through coaching, strategy sessions, and open communication.

  • Return on Investment

– through our strategic planning for tax savings, product savings, household cost savings and investment growth.

  • Live wealth reports

– through our Tribeca Tracker app – showing you how you’re going on the way to your short, medium and long-term goals.

  • Investment Longevity

– making your money work longer and harder for you.

Fees for ongoing advice services start from $550 and range to $1,320 including GST per month depending upon the complexity of your situation and the value that we can provide to you. Ongoing advice fees commence one month after your My Good Life Appointment.

Above all else, we ensure that you’re always in charge of your money, giving you complete peace of mind and freedom of choice.

Our clients love the feeling of being on the path towards their Good Life

Take the first step towards your financial goals today

A free, 15-minute conversation with a wealth advisor is where it all starts.
To arrange a time to talk with us about achieving your financial goals, enter your details below and we’ll be in touch with you soon.